Custom Function: Searching Events in the current month - with record count

Custom Function: Searching Events in the current month - with record count

I hate to be a bother to the fine folks here, but I'm stuck in another function.  GOAL:  write a custom function to count the number of Meetings each person in Contacts has for the current month, then push that count to a field in the contact record.  

Spent about 6 hours trying different versions of the function, none work. Original code below. I think I might have to use CoQL query for the function, but was hoping to avoid it. Never used APIs.

Attempts so far:  Tried to iterate in various forms & found out Deluge doesn't support iterative loops with increments. Found out CRM deluge doesn't support count() for a collection, it's only applicable to Creator according to help docs. And the integration task "zoho.crm.searchrecords" only supports equals and starts with as criteria, so I can't search "in" the current month.

Then I thought about using intersect(). But now currently thinking,  in natural language: "for each name in Contacts, select query search Meetings this month where Event_Title contains name" and return count of record, I assume using size(). 

So, maybe I need to use a "for each" loop on Contacts with a CoQL select query for meetings in the current month where the Event_Title field contains the contact's name. 

Really frustrating as a non-dev. I'm sure there's multiple ways to do it but I can't figure it out due to search criteria limitations. Makes me feel stupid, and it feels like there's information missing from the help documents.

Original Code (trying to iterate, mistakes and all):
  1. Startdate = zoho.currentdate.toStartOfMonth();
  2. Enddate = Startdate.addMonth(1);
  3. eventlist = zoho.crm.searchRecords("Events","Start_DateTime : in : this month");
  4. myList = eventlist.toList();

  5. for each  rec in clients
  6.       {
  7. name = rec.getJSON("Last_Name");
  8. ident = rec.getJSON("id");
  9. sessioncount = 0;
  10. for each  meeting in myList
  11. {
  12. title = meeting.getJSON("Event_Title"); 
  13. if(title.contains(name) == true && title.contains("training") == true)  //this line would NOT work if "eventlist" was still a collection variable, so I had to convert it to List variable
  14. {
  15. sessioncount +=1;
  16. }
  17. }
  18. mp = Map();
  19. mp.put("Scheduled Sessions",sessioncount);
  20. info name;
  21. info sessioncount;
  22. info mp;
  23. //update = zoho.crm.updateRecord("Contacts",ident,mp);
  24. //info update;
  25. }

Obviously problems there. Now trying to use the CoQL api, but I've never done APIs before. 
Relevant code below. You can see several versions of the searchRecords task based on different community/help docs, but none seem to work.

Code below just tries to return ALL the Meetings in the current month to get proof of concept. Returns Invalid Query. Sessioncount should be 116, but returns 4... I have no idea where that's from.
  1. //eventlist = zoho.crm.searchRecords("Events","(Start_DateTime:equals:"+Startdate.toString("yyyy-MM-dd")+")");
  2. eventlist = zoho.crm.searchRecords("Events",{"select_query":"SELECT Event_Title FROM Events where Start_DateTime in'"+Startdate+"'"});

  3. //eventlist = zoho.crm.getRecords("Events",1,400,query_map);
  4. //myList = eventlist.toList();


  5. queryMap = Map();
  6. queryMap.put("select_query", "select Event_Title, Start_DateTime from Events where Start_DateTime in '"+Startdate+"'");
  7. response = invokeurl
  8. [
  9. url :"https://www.zohoapis.com/crm/v3/coql"
  10. type :POST
  11. parameters: queryMap.toString()
  12. connection:"crmconnection_all"
  13. ];
  14. info response;
  15. sessioncount = eventlist.size();
  16. info sessioncount;

Does anybody have an approach they could share?  I've pulled my hair out!

    Access your files securely from anywhere

        Zoho Developer Community







                                  Zoho Desk Resources

                                  • Desk Community Learning Series


                                  • Digest


                                  • Functions


                                  • Meetups


                                  • Kbase


                                  • Resources


                                  • Glossary


                                  • Desk Marketplace


                                  • MVP Corner


                                  • Word of the Day



                                      Zoho Marketing Automation
                                              • Sticky Posts

                                              • Zoho CRM Functions 53: Automatically name your Deals during lead conversion.

                                                Welcome back everyone! Last week's function was about automatically updating the recent Event date in the Accounts module. This week, it's going to be about automatically giving a custom Deal name whenever a lead is converted. Business scenario Deals are the most important records in CRM. After successful prospecting, the sales cycle is followed by deal creation, follow-up, and its subsequent closure. Being a critical function of your sales cycle, it's good to follow certain best practices. One such
                                              • Custom Function : Automatically send the Quote to the related contact

                                                Scenario: Automatically send the Quote to the related contact.  We create Quotes for customers regularly and when we want to send the quote to the customer, we have to send it manually. We can automate this, using Custom Functions. Based on a criteria, you can trigger a workflow rule and the custom function associated to the rule and automatically send the quote to customer through an email. Please note that the quote will be sent as an inline email content and not as a PDF attachment. Please follow
                                              • Function #50: Schedule Calls to records

                                                Welcome back everyone! Last week's function was about changing ownership of multiple records concurrently. This week, it's going to be about scheduling calls for records in various modules. Business scenario Calls are an integral part of most sales routines.. Sales, Management, Support, all the branches of the business structure would work in cohesion only through calls. You could say they are akin to engine oil, which is required by the engine to make all of it's components function perfectly. CRM
                                              • Function #37: Create a Purchase Order from a Quote

                                                Welcome back everyone! Last week, we learnt how to calculate the total number of activities for a lead and further take note of the activity count for particular dates. For instance, from the period of Demo to Negotiation. This week, let's look at a function that lets you create a Purchase Order instantly from a Quote. Business scenario: In any form of business, one of the most important things to do is to document the transactions. Naturally, negotiation, signing an agreement, placing an order,
                                              • Function-2: Round-Robin assignment of records

                                                Welcome back folks! Last week, we saw how to update sales commission in quotes using a custom function. This week, let's see an interesting use case asked by many of you - auto-assignment records by round-robin method. Business scenario: Right now, the solution allows you to auto-assign leads from web form and imported lists. Let us look at a need where you want to auto-assign leads from in-bound calls in a round-robin method, across modules. Prerequisite: You must create a permanent record in the


                                              Manage your brands on social media



                                                    Zoho TeamInbox Resources

                                                      Zoho DataPrep Resources



                                                        Zoho CRM Plus Resources

                                                          Zoho Books Resources


                                                            Zoho Subscriptions Resources

                                                              Zoho Projects Resources


                                                                Zoho Sprints Resources


                                                                  Qntrl Resources


                                                                    Zoho Creator Resources



                                                                        Zoho Campaigns Resources


                                                                          Zoho CRM Resources

                                                                          • CRM Community Learning Series

                                                                            CRM Community Learning Series


                                                                          • Tips

                                                                            Tips

                                                                          • Functions

                                                                            Functions

                                                                          • Meetups

                                                                            Meetups

                                                                          • Kbase

                                                                            Kbase

                                                                          • Resources

                                                                            Resources

                                                                          • Digest

                                                                            Digest

                                                                          • CRM Marketplace

                                                                            CRM Marketplace

                                                                          • MVP Corner

                                                                            MVP Corner





                                                                              Design. Discuss. Deliver.

                                                                              Create visually engaging stories with Zoho Show.

                                                                              Get Started Now